Saylor Teases One other Technique Bitcoin Buy Amid NAV Drop

Michael Saylor has hinted that Technique, the most important Bitcoin treasury agency globally, will announce one other BTC purchase as we speak.

“An important orange dot is at all times the subsequent,” Saylor wrote in a latest X submit, which included a screenshot of the SaylorTracker chart. Prior to now, posts like these by Saylor have been adopted with bulletins of recent Bitcoin purchases. This has led to hypothesis that one other Technique BTC purchase may very well be introduced quickly. 

The continued Bitcoin accumulation by Technique comes at the same time as the online asset values (NAVs) for digital asset treasury (DAT) corporations collapse.

Technique Holds Extra Bitcoin Than The Prime 15 BTC Treasury Companies

The chart in Saylor’s submit reveals that there have been 82 purchases by Technique, with the agency’s whole holdings standing at 640,250 BTC, value round $69 billion at present costs. The corporate has additionally achieved an unrealized acquire of 48.99% after buying the BTC at a mean worth of $74K per coin.

Prime 20 company BTC holders (Supply: Bitcoin Treasuries)

Technique holds almost 2.5% of BTC’s whole provide of 21 million cash, greater than the mixed reserves of the highest 15 public miners and company treasuries. The Bitcoin Treasuries information reveals that these prime 15 public corporations collectively maintain greater than 900K BTC.

Crypto miner MARA Holdings is the second-biggest holder with 53,250 BTC on its steadiness sheet. Coming in at third is XXI with 43,514 BTC. 

In the meantime, Japan-based Metaplanet, which is the most important company Bitcoin treasury in Asia, is the fourth-biggest BTC treasury on this planet with 30,823 BTC. Bitcoin Normal Treasury Firm rounds out the highest 5 with 30,021 BTC. 

The remainder of the highest 15 company Bitcoin holders, which incorporates Riot Platforms, CleanSpark, Coinbase, and Tesla, maintain smaller quantities of BTC.

DAT NAVs Collapse, Wiping Out Billions In Paper Wealth

Whereas there was preliminary investor euphoria round DAT corporations, the hype bubble round these corporations has seemingly popped, in line with 10x Analysis.

“The age of monetary magic is ending for Bitcoin treasury corporations,” mentioned 10x Analysis analysts in a report final week. 

“They conjured billions in paper wealth by issuing shares far above their actual Bitcoin worth — till the phantasm vanished,” the analysts added.

Within the “monetary magic trick,” the DAT corporations managed to switch wealth from retail buyers who overpaid for the businesses’ shares into precise Bitcoin for the corporations. As such, shareholders have misplaced billions of {dollars} whereas executives have amassed actual BTC, the analysts mentioned.

The analysts highlighted Metaplanet for example. Of their report, they mentioned that the Asia-based agency remodeled a market cap of $8 billion that was supported by simply $1 billion in precise Bitcoin holdings right into a $3.1 billion market cap firm that holds $3.3 billion in BTC.

The stress on DAT NAVs has led to Metaplanet quickly suspending the train of its “twentieth to twenty second sequence” inventory acquisition rights from about Oct. 20 to Nov. 17 as a part of an effort to optimize its “capital elevating methods.”

*Discover Concerning Designation of Suspension of Train of the twentieth to twenty second Collection of Inventory Acquisition Rights Issued by way of Third-Get together Allotment* pic.twitter.com/63E2tXrGSH

— Metaplanet Inc. (@Metaplanet_JP) October 10, 2025

Technique itself skilled an identical “boom-and-bust cycle in its internet asset worth,” the analysts famous.

Technique’s share worth, the corporate’s inventory has dropped over 13% up to now month, information from Google Finance reveals.  

Technique share worth efficiency over the previous month (Supply: Google Finance)

The losses continued up to now week, with the corporate’s inventory worth dropping greater than 5% throughout this era. Nevertheless, Technique’s share worth did rise over 2% throughout Friday’s buying and selling session.

The latest drop in Technique’s inventory worth coincides with a decelerate within the firm’s Bitcoin purchases. Though Technique appears to be persevering with its BTC accumulation, the quantity of cash purchased with every of the latest purchases has been rather a lot smaller than the quantities seen with buys earlier this 12 months.

Technique’s final Bitcoin buy was final week on Oct. 13, when the agency purchased 220 BTC. Previous to this latest buy, the corporate additionally purchased 196 BTC on Sept. 29 and 850 BTC on Sept. 22. 

These buy quantities are considerably smaller than the 1,955 BTC purchased on Sept. 8, or the 21,021 BTC and the ten,100 BTC purchased on July 29 and June 16, respectively. 

Associated Articles:

Finest Pockets – Diversify Your Crypto Portfolio

• Simple to Use, Characteristic-Pushed Crypto Pockets
• Get Early Entry to Upcoming Token ICOs
• Multi-Chain, Multi-Pockets, Non-Custodial
• Now On App Retailer, Google Play
• Stake To Earn Native Token $BEST
• 250,000+ Month-to-month Lively Customers